Key Wealth Matters: Recent Episodes
Key Wealth Institute
Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments.
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Our panel shares detailed insights from the Fed's Jackson Hole Economic Symposium this week and the MOVE Index.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Managing Director of Fixed Income
01:15 – This week’s market and economic activity (housing data, unemployment claims, durable goods, and the Jackson Hole Economic Symposium)
02:00 – Reactions to the overall economic data for the week; comments on deflation, the banking sector, and artificial intelligence
04:53– Insights into the market reaction following Jay Powell's speech; predictions into market activity next week and the fall
08:59 - Comments on the Fed potentially raising their inflation target and what it could mean for the market
11:46 - Insights into employment, specifically job openings declining without an increase in unemployment
13:58 – Remarks on the MOVE Index and what investors need to know about yield curve volatility
Additional Resources:Key Questions: What’s Happening on the Ground in China | Key Private Bank
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Economic & Market Research
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Topics include a deeper dive into the Retail/Consumer sector, a review of July FOMC Meeting Minutes and a forecast on the Fed's Jackson Hole Economic Symposium taking place next week.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:02 – This week’s market and economic activity (retail sales, industrial production, leading economic indicators)
02:00 – Observations on the Consumer sector, with specific comments on the retailers, student loan payments
07:10 – Predictions on the Fed's reaction to accelerating inflation and economic growth; Forecast on the Fed's Jackson Hole Economic Symposium
15:08 - Comments on the potential corrections in the markets
16:50 – Closing remarks for investors
Additional Resources:Key Questions: My Child is Off to College! How Can I Maintain Decision-Making Access? | Key Private Bank
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on latest market and economic activity. Special guest, Don Saverno, Director of Investment Research, will share detailed observations on economic activity related to China.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
Don Saverno, Director of Investment Research
01:08 – This week’s market and economic activity (CPI, Shelter Index, U/E Claims, Moody's downgrade of banks)
02:35 – Views on inflation cooling, the labor market, and other economic events
04:47 – Predictions on future Fed rate hikes and what the market is saying
07:10 - Comments on the yield curve, the bond market, and credit spreads
09:15 – Observations on Stock Market activity and forecast for the rest of the year 12:15 – Perspectives on China, goods deflation, geopolitical activities, exports, and employment
17:55 – Closing remarks for investors
Additional Resources:Key Questions: The Yield Curve Is Still Inverted… but Where Is the Recession? | Key Private Bank
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Economic & Market Research
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the Fitch downgrade of the US debt rating as well as the latest market and economic activity. Listen to detailed observations about the reasoning behind the downgrade, implications for the markets, updates on earnings season and more.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:00 – This week’s market and economic activity (PMI data, Jobs Report, Unemployment Claims)
02:45 – Fitch downgrade of US debt rating from AAA to AA+
05:19 – Comments on the bond market, impact of rating downgrade
08:35 – Observations on Stock Market activity 09:15 – Perspectives on implications for the US Dollar, the Fed's go-forward plan, credit spreads, foreign bank policies
13:23 – Observations on 2Q Earnings
16:09 – Closing remarks for investors
Additional Resources:Key Questions: US Bonds Face a Credit Downgrade. Are My Bonds Safe?
Key Questions: What Do 2Q Earnings Tell Us About the Rest of the Year?Subscribe to our Key Wealth Insights newsletter
Economic & Market Research
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Listen to detailed observations about this week's Federal Open Market Committee (FOMC) meeting, what's next for the Fed, important economic reports, and news in the Bond and Stock Markets.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Cindy Honcharenko, Senior Fixed Income Portfolio Manager
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:16 – This week’s market and economic activity
03:30 – Recap of the Fed meeting and predictions for future rate hikes
06:13 – Comments on the FOMC and Bond Markets, including the Bank of Japan's announcement to end their Yield Curve Control Program
09:45 – Perspectives on this week's economic data, comments on inflation, and predictions on what PCE data means for future Fed rate increases
12:25 – Observations on stock markets, specifically Q2 earnings
Additional Resources:July 26, 2023 FOMC RecapKey Questions: How Will Heightened Interest Rates, Credit Costs Affect You or Your Business? | Key Private BankSubscribe to our Key Wealth Insights newsletter
Economic & Market Research
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Listen to detailed observations about overall retail sales, slowing industrial production, existing home sales, unemployment claims, and more. Additionally, our experts provide their forecasts for both the market and the Fed over the next few months and conclude with a discussion on investor behavior.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:22 – This week’s market and economic activity
02:40 – Observations on the stock market (DJIA vs. S&P500 vs. NASDAQ), update and predictions for earnings season
06:30 – Comments on the bond market and expectations for the FOMC meeting next week
14:32– Conversation around investor behavior, connecting Prospect Theory to golf, Tiger Woods, and the 2023 Open Golf Championship
Additional Resources:Key Questions: What Can Tiger Woods Teach Us About Investing?Subscribe to our Key Wealth Insights newsletter
Economic & Market Research
Weekly Investment Brief
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Listen to detailed observations about initial unemployment claims, the Fed's Beige Book report, and inflation as measured by the Consumer Price Index (CPI) and Producer Price Index (PPI). Special guest, Justin Tantalo, Director of Multi-Strategy Research, shares observations on the private equity markets.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Justin Tantalo, Director of Multi-Strategy Research
01:35 – This week’s market and economic activity
03:06 – Perspectives on this week's economic data, comments on inflation, and predictions on what CPI data means for future Fed rate increases
05:19 – Comments on the equity market and earnings expectations
10:18 – Observations on Private Equity markets, specifically in Venture Capital
Additional Resources:Key Questions: SCOTUS Squashed Biden's Student Loan Forgiveness Program. Will It Squash the Economic Recovery? | Key Private BankSubscribe to our Key Wealth Insights newsletter
Economic & Market Research
Weekly Investment Brief
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Listen to detailed observations about the Purchasing Managers Index (PMI) data, JOLTS report, Employment Situation, FOMC minutes, and more.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:28 – This week’s market and economic activity
03:35 – Perspectives on this week's employment data, the labor market, and the bond market
06:20 – Predictions for the Fed's future rate hikes and the July and upcoming FOMC meetings
09:22 – Comments on complacency in the credit market and credit availability
11:38 – Forecast into earnings season, with focus on the banking sector
Additional Resources:Key Questions: Who Was Harry Markowitz, and Why Should Investors Know His Name? | Key Private BankSubscribe to our Key Wealth Insights newsletter
Economic & Market Research
Weekly Investment Brief
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Listen to detailed observations about the Case-Shiller national home price index, unemployment claims, final quarterly GDP, PCE inflation, and human ingenuity.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:23 – This week’s market and economic activity
03:58 – Comments on PCE inflation, the housing and labor markets, consumer spending, and GDP
07:06 – Stock market observations for the week
10:37 – The Fed’s influence on the bond market, what PCE inflation print means, predictions for future rate hikes, and what to watch for with the yield curve
14:22 – Insights into bank stress tests
15:28 - Comments on human ingenuity and Dr. Harry Markowitz
Additional Resources:Subscribe to our Key Wealth Insights newsletter
Economic & Market Research
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Listen to detailed observations about a potential new bull market, the impact of AI, and the Fed’s testimony to Congress.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
01:10 – This week’s market and economic activity
01:49 – Comments on the housing sector and the labor market
04:06 – Is this the beginning of a new bull market?
07:56 – Perspectives on AI’s influence on the market
11:25 – The Fed’s influence on the Bond market
15:17 – When will we start to see rate cuts from the Fed?
Additional Resources:Key Questions: Is the AI Revolution a Reason to Party Like It’s 1999
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Dominant headlines in this week's economic news were inflation, consumer spending, industrial production, and the Federal Open Market Committee (FOMC) meeting. In our latest podcast, hear from our Chief Investment Officer George Mateyo and our team of investment experts as they share their perspectives on these topics. Special guest, Cindy Honcharenko, will give detailed insights from the Fed meeting, what it means for on-going monetary policy and investors, and predictions on what the Fed will do next.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Cindy Honcharenko, Senior Fixed Income Portfolio Manager
George Mateyo, Chief Investment Officer
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
01:34 – This week’s economic news
03:44 – Recap of the Fed meeting and what it means for investors
12:32 – Comments on economic resiliency, rise in the stock market, and shift in growth expectations
16:39 – Perspectives on investment risk
Additional Resources:Subscribe to our Key Wealth Insights newsletter
Economic & Market Research
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on this week’s market and economic activity. Listen to detailed observations about the recent rally in small-caps, what the VIX is telling us, and happenings in the municipal bond market. We also provide a summary of our mid-year investment and economic outlook.
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Rajeev Sharma, Managing Director of Fixed Income
Patrick Grady, Senior Fixed Income Portfolio Manager
George Mateyo, Chief Investment Officer
01:02 – This week’s market and economic activity
01:48 – Comments on the stock market, the recent rally in small-caps, and what the VIX is telling us
04:50 - Insights into the yield curve and predictions on the Fed meeting next week
08:15 - Observations on the Municipal bond market
11:25 – Mid-year investment and economic outlook update
Additional Resources:Watch: Key Wealth Institute National Call – Mid-year Outlook - Zoom
Weekly Investment Brief
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Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:27 – This week’s economic news
- 02:11 – Fed speaker rhetoric
- 06:12 – Implications of a sustained inverted yield curve
- 08:40 – What retail sales numbers mean for investors
Additional Resources:
Key Questions: Is the Recession Over? And Why Does It Feel Like Christmas Came Before Halloween This Year?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Justin Tantalo, Senior Lead Research Analyst – Equities, KeyBank Investment Center
- 00:38 – Honoring those who have served our country
- 02:05 – Economic news of the week
- 02:54 – Midterm election results and portfolio implications
- 06:39 – Market direction as inflation reduces
- 12:11 – Thoughts on the state of the crypto market
Additional Resources:Midterms And The Markets: Considerations For Investors Amid Heightened Volatility
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
- 01:22 – Economic news of the week
- 02:30 – Federal Open Market Committee (FOMC) meeting takeaways
- 05:48 – State of the job market
- 07:17 – Federal Reserve’s commitment to combatting inflation
- 14:55 – Projections and recession outlook
Additional Resources:
Key Questions: Is the Recession Over? And Why Does It Feel Like Christmas Came Before Halloween This Year?
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:18 – Economic news of the week
- 01:35 – Inflation and outlook for next week’s Fed meeting
- 10:48 – The housing market plummets
- 08:11 – Health of the credit market
- 13:31 – Major cap tech companies see a slowdown
- 16:05 – Treasury market observations
Additional Resources:
Read our take from May 2022, where we shared why we expected the Inflation Technology sector to remain under pressure: Key Questions: Have FAANG Stocks Been Permanently Defanged?
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:12 – Economic data for the week
- 01:35 – Stock market observations and third quarter earnings outlook
- 05:02 – Treasury yields, Fed moves and strategies for investors
- 08:11 – Health of the credit market
- 11:29 – Positioning your portfolio amid the current market environment
Additional Resources:
Key Questions: Where to Invest Now?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
- 01:15 – Economic data for the week
- 02:09 – What persistent inflation means for investors
- 04:23 – What caused the recent stock market rally?
- 10:45 – What two major M&A deals indicate about the economy
- 12:57 – Bond market volatility
- 14:57 – Forecast for the Federal Reserve
Additional Resources:
Key Questions: Inflation: Is it 'Deja Vu All Over Again'?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:30 – Economic data for the week
- 02:23 – Labor market report implications
- 04:49 – Outlook for Fed interest rate hikes
- 13:21 – Market response to falling corporate earnings and midterm elections
- 16:36 – Forecast for the November Fed meeting
Additional Resources:
Register Today: US Midterms and the Markets. What Do They Hold for Your Portfolio?
Key Questions: The Pound Is Getting Pounded. What Does It Mean for You?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:13 – Economic data for the week
- 02:23 – What is driving the British Pound’s plunge?
- 05:33 – Outlook for the Fed and bond market activity
- 10:20 – Key takeaways for investors
Additional Resources:
Key Private Bank Investment Brief
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Michael Sroda, Senior Lead Equity Analyst, KeyBank Investment Center
- 01:10 – Economic data for the week
- 02:04 – Implications of the Fed meeting this week
- 05:30 – Outlook for the months ahead
- 09:10 – Selling pressures on the stock market
- 15:52 – Key takeaways for investors
Additional Resources:
Key Questions: Does the Fed Want to Cause a Recession?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:10 – Review of key economic data
- 02:04 – Stock market observations and impact of August's inflation print
- 05:32 – Outlook for the Fed tightening cycle
- 13:22 – Portfolio construction ideas and new tools to consider
Additional Resources:
Register Now | Navigating Financial Planning Amid National Call
Speakers:
Ather Bajwa, Director of Fixed Income Research, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:32 – Review of key economic data
- 02:42 – Mild market rally and what it means for investors
- 05:58 – Fed speak this week
- 12:14 – Why investors should consider Treasury Inflation Protection Securities (TIPS)
Additional Resources:
Key Questions: Can Treasury Inflation Protection Securities Help Guard Against Inflation?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:08 – Review of key economic data
- 02:20 – Employment report data and Fed reaction
- 07:52 – Energy market dynamics and outlook for European markets
- 14:22 – Key takeaways for investors
Additional Resources:
Key Questions: Has the Stock Market Bottomed?
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:07 – Review of key economic data
- 02:20 – Implications of Fed Chair Powell’s speech at the Jackson Hole Symposium
- 09:34 – Outlook for US credit markets
- 13:11 – Housing market forecast
Additional Resources:
Key Questions: Is the Recent Stock Market Rally a Breakout or a Fake-out?
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
- 01:18 – Review of key economic data
- 02:05 – General observations and economic outlook
- 04:48 – Stock market moves and opportunities for investors
- 12:09 – Implications from the July Fed meeting minutes release
Additional Resources:
Key Private Bank Investment Brief
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Justin Tantalo, Senior Lead Research Analyst – Equities, KeyBank Investment Center
- 01:21 – Review of key economic data
- 01:45 – US equity markets outlook
- 05:48 – Current state of the private equity markets
- 13:33 – The implications of the weakening dollar on international equities
Additional Resources:
Key Questions: Is There an Opportunity in Small Caps?
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
Paul Toft, Senior Fixed Income Portfolio Manager, KeyBank Investment Center
- 01:01 – Review of key economic data
- 01:51 – Implications of a strong jobs report for the economy and the Fed
- 06:53 – Stock market and corporate earnings observations
- 10:49 – Yield curve trends and outlook for recession
- 12:15 – Municipal bond market forecast
Additional Resources:
Key Questions: The Yield Curve Inversion... or Diversion?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:06 – Review of key economic data
- 02:00 – Observations from the FOMC meeting
- 05:17 – Outlook on consumer spending and the labor market
- 08:06 – Is the peak over in terms of Fed tightening?
- 14:39 – Second quarter 2022 earnings insights
Additional Resources:
Investment Brief
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:27 – Review of key economic data
- 02:00 – Economic observations and outlook
- 04:37 – Surprise moves by global central banks and implications for the Fed
- 07:10 – July Fed meeting preview
- 09:03 – Second quarter 2022 earnings trends and stock market observations
Additional Resources:
Investment Brief
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:04 – Review of key economic data
- 02:07 – What the latest inflation numbers mean for potential Fed rate hikes
- 05:43 – The impact of inflation on the economy and the economic outlook
- 08:46 – Corporate earnings season and stock market observations
- 14:03 – Energy, commodity market and credit spreads commentary
Additional Resources:
Key Questions: Are We in a Recession?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
- 01:03 – Review of key economic indicators
- 02:11 – Overview of US jobs report and impact of persistent inflation
- 07:25 – Stock market observations
- 11:50 – What investors need to know about negative real yields
Additional Resources:
Key Questions: When the Market Is Volatile, Why Is it Important to Have a Financial Plan?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Don Saverno, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:27 – Review of key economic indicators
- 03:22 – Economic outlook and implications for portfolio construction
- 08:07 – Stock market repricing and corporate earnings forecast
- 12:57 – Credit spreads and fixed income commentary
- 15:17 – International update – China and Eurozone
Additional Resources:
Books for Your 2022 Summer Reading List
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Tim McDonough, Senior Portfolio Manager – Fixed Income, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Justin Tantalo, Senior Lead Research Analyst – Equities, KeyBank Investment Center
- 01:44 – Market moves for the week
- 03:10 – Volatility in the bond market and implications of Fed action
- 05:28 – Commentary on Bitcoin performance
- 15:17 – S&P 500 rises as equity market rebounds
Additional Resources:
Register Now | 6/27 National Call – Economic and Capital Market Outlook
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
- 01:48 – Review of key economic data
- 04:43 – Federal Open Market Committee meeting recap and implications
- 11:09 – Impact of inflation on corporate earnings
- 14:42 – Market volatility and risk of recession
Additional Resources:
Books for Your 2022 Summer Reading List
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:13 – Inflation data release and implications on Fed tightening
- 09:23 – Discussion on stress in European markets and impact on global food supply
- 14:16 – Fixed income market and yield curve observations
- 17:26 – Portfolio positioning and construction in a volatile environment
Additional Resources:
Register | June 14 Key Wealth Institute National Call: What the US Consumer Is Telling Us About the Economy
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:17 – Review of key economic indicators for the week
- 02:26 – Employment data release and implications for the economy
- 04:45 – Fed speak this week and forecast for future rate hikes
- 08:47 – Outlook on skyrocketing energy prices
- 12:12 – Read on the health of the consumer
- 15:03 – Commentary on Fed Chair Powell’s meeting with Biden
Additional Resources:
Register | June 14 Key Wealth Institute National Call: What the US Consumer Is Telling Us About the Economy
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:47 – Review of key economic indicators for the week
- 02:10 – May 4 Fed Meeting Minutes release and implications
- 07:31 – Outlook for growth and inflation
- 11:06 – Observations on the recent stock market rally
Additional Resources:
Key Private Bank Investment Brief
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:13 – Recap of key economic indicators and implications for the consumer
- 04:05 – Valuation multiples compress for technology stocks
- 07:57 – Fixed income observations
- 13:06 – Outlook on market returns
- 13:58 – International markets and unexpected rate cut in China
Additional Resources:
Key Questions: Have FAANG Stocks Been Permanently Defanged?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:04 – What inflation means for our outlook, the markets and future Fed moves
- 06:52 – How fixed income markets and key yield curves are impacting equity markets
- 10:13 – Why Finland’s call to join NATO is increasing market volatility
- 13:54 – Chief Investment Officer George Mateyo’s commentary on portfolio rebalancing
- 14:52 – Outlook for cryptocurrencies amidst the current performance
Additional Resources:
Key Questions: Why Are Financial Assets Falling?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
- 01:30 – Insights on market volatility trends in the wake of the Fed meeting
- 04:45 – A review of a solid economic environment despite falling financial assets
- 08:20 – Credit markets update, as credit spreads continue to move in an orderly fashion
- 12:50 – A focus on Fed strategy and messaging pivoting to a hawkish tone
Additional Resources:
Key Questions: Why are Financial Assets Falling?
Speakers:
Tracey Collins, CFP®, Senior Relationship Manager, Key Private Bank
Elizabeth “Biz” Voudouris, President and CEO of Business Volunteers Unlimited
- 00:53 – An overview of the history and mission of Business Volunteers Unlimited
- 02:08 – The key differences between nonprofit boards and a for-profit company board
- 03:20 – An explanation of each of the seven basic areas of responsibility for nonprofit boards.
- 14:02 – Steps that listeners can take today to help communicate a clear understanding of board member responsibilities.
Additional Resources:
Business Volunteers Unlimited
Non-Profit Services | Key Private Bank
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:03 – Recap of key economic indicators, including three things to know about the economy
- 04:53 – Outlook on the market and thoughts on GDP data
- 06:57 – Preview of the Fed FOMC meeting next week and implications for fixed income markets
- 12:23 – The concept of correlation and what it means for overall portfolio construction
Additional Resources:
Key Questions: What Do Investors Need to Know When Historical Patterns Change?
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:09 – Recap of key economic indicators for the week
- 01:23 – Outlook on the market and commentary on Fed actions to confront inflation
- 07:54 – Fixed income reaction to a Fed that is behind the curve
- 13:26 – The momentum behind ESG investing, the green bond market, and why Europe is a leader in sustainable investing
Additional Resources:
Key Questions: What Could Fed Chair Powell Learn From a WWII Hero?
KeyBank ESG and Corporate Responsibility Reports
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:30 – Recap of key economic indicators for the week
- 01:41 – Market outlook and commentary on economic strength
- 03:24 – Fixed income and four things to know about the yield curve
- 07:30 – Implications from the Fed Meeting Minutes
- 09:53 – Ripple effects from the credit markets to the equity markets
- 12:40 – Forecast for interest rates, balance sheet reduction, and corporate earnings preview
Additional Resources:
Key Private Bank Investment Brief | Key Private Bank
Speakers:
Patrick Grady, MBA, Senior Fixed Income Portfolio Manager, KeyBank Investment Center
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:09 – Recap of key economic indicators for the week
- 03:24 – Perspective on equity markets – stock market and earnings preview
- 06:04 – Fixed Income and yield curve inversion implications
- 09:30 – Outlook on the Municipal bond markets
Additional Resources:
Key Questions: What Could Fed Chair Powell Learn From a WWII Hero? | Key Private Bank
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Donald Saverno, MBA, Senior Lead Research Analyst, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:10 – Overview of the economic indicators for the week
- 01:48 – Perspective on the markets
- 03:34 – Fixed Income, yields, yield curve and the implications of Federal Reserve (Fed) policy
- 07:10 – Commentary on international allocation and globalization 2.0
- 13:14 – Probability of a Fed rate hike in May
- 16:38 – Closing outlook on the markets, corporate earnings and China/US/Russia relations
Additional Resources:
Key Questions: How Would a Russian Default Affect the US?
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:07 – Overview of the economic data for the week
- 01:48 – Implications of the Fed interest rate hike on the economy and stocks/bonds
- 11:30 – Outlook for the Fed rate hiking cycle and a flattening yield curve
- 15:36 – Impact of the Russia-Ukraine crisis on commodity markets
- 17:44 –Discussion on the probability of a recession in the next 6-12 months
Additional Resources:
Key Questions: What Are the Implications for Commodity Markets From the Russia-Ukraine Conflict?
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research, KeyBank Investment Center
Cynthia Honcharenko, Senior Portfolio Manager - Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
- 01:10 – Economic updates and the Russia-Ukraine crisis.
- 05:25 – What will the Fed do at next week’s FOMC meeting to confront broadening inflation?
- 11:30 – Thoughts on the best positioned sectors, Consumer Price Index, yield curve, and credit spreads.
- 16:19 – Stock market movements this week – technical perspective and market sentiment.
Additional Resources:
Key Private Bank Investment Brief
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:05 – Economic data supports strong fundamentals with 93% of world economies growing.
- 04:22 – What Federal Reserve Chairman Jay Powell’s congressional testimony means for inflation and the economy.
- 06:06 – Tremendous yield curve swings, and increased volatility, particularly for commodities impacts the market.
- 11:50 – The Russian-Ukraine conflict’s impact on global markets and investors.
- 14:20 – Chief Investment Officer George Mateyo’s thoughts on the long-term outlook for investors.
Additional Resources:
Key Questions: What Will Jay Do? | Key Private Bank
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:15 – Economic news and perspective amid an accelerating economy
- 04:10 – What the Ukraine-Russia crisis means from a market perspective
- 06:50 – The impact of geo-political conflict on energy and commodity prices.
- 09:30 – Discussion of a potential Federal Reserve rate hike to confront inflation in March.
- 12:48 – What investors need to know about navigating the volatility in the market.
Additional Resources:
Key Questions: Should You Sell Your Stocks Now? | Key Private Bank
Speakers:
Tracey Collins, CFP®, Senior Relationship Manager, Key Private Bank
Tammy Gedetsis, Information Security Senior Manager, KeyBank
- 01:03 – An overview of cybersecurity, and the top three common types of attacks targeting businesses.
- 08:30 – The risk of a fraudulent email, and how cybercriminals target your organization.
- 11:30 – The difference between passwords and passphrases and helpful password management tips.
- 16:02 – Steps organizations can take right now to improve data security.
Additional Resources:
Security & Privacy | Key Private Bank
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:20 – What the potential Ukraine-Russia conflict means for the markets and the economy.
- 05:59 – What is the fix for inflation?
- 10:48 – Tug of war in the equity markets amid strong corporate earnings.
- 13:08 – Economic data – unemployment, retail sales, and the consumer price index suggests a growth story, while high energy prices are expected to stay on tap.
Additional Resources:
Key Questions: What Will Fix Inflation? | Key Private Bank
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
Justin Tantalo, CFA, Senior Lead Research Analyst
- 01:20 – Update on the market – breadth, collapsing yield curve, Consumer Price Index Inflation data, and corporate earnings.
- 05:25 – Fed rate increases and discuss the possibility of an unprecedented inter-meeting cut.
- 12:57 – What investors need to know about navigating the inflation bubble
- 15:12 – Defining cryptocurrency and how to evaluate your risk and return
Additional Resources:
Your Daily Investment Brief
What to Know about Bitcoin and Cryptocurrency Before Investing
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:05 – Market volatility continues.
- 02:08 – US Jobs report numbers tell a new story on the economy.
- 04:43 – Forecast on fixed income and potential Federal Reserve actions to confront inflation – including future rate increases.
- 09:43 – Corporate earnings diverge – the micro matters just as much as the macro.
- 12:57 – Interest in municipal bonds is rising, and what the credit markets spread tell us about the economy.
- 16:15 – Why our recent forecast on the COVID-19 pandemic and the omicron variant is good news for the market.
Additional Resources:
Key Questions: Should You Sell Your Stocks Now? | Key Private Bank
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
Cynthia Honcharenko, Senior Portfolio Manager – Taxable Fixed Income, KeyBank Investment Center
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 01:25 – FOMC meeting analysis and key takeaways for the Treasury market
- 07:34 – Corporate earnings season update, highlighting supply chain issues and rate increase expectations
- 10:18 – Corporate bond spreads commentary
- 13:20 - The yield curve and the potential for recession in the future
Additional Resources:
The 2022 Outlook: Hot, Crowded and Flat
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 00:59 – Unemployment claims tick up slightly for the second week in a row; while the housing market remains strong
- 03:00 – Federal Reserve policy update
- 04:30 – The influence of Fed policy on the markets with an analysis based on recent market volatility
- 08:41 - Examination of the latest Treasury yield rates, and the potential impact on investor sentiment
Additional Resources:
Key Private Bank Investment Brief
Speakers:
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income, KeyBank Investment Center
- 00:52 – The reaction to this week's Inflation Report (CPI)
- 04:16 – Recently released economic data (unemployment and retail sales)
- 07:50 – The forecast for potential Federal Reserve policy in 2022
Additional Resources:
Key Private Bank Investment Brief
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
- 00:50 – Jobs report analysis
- 02:28 – Fed policy considerations
- 08:39– Market volatility
- 12:00 – Inflation and the omicron variant
Additional Resources:
Key Private Bank Investment Brief
Speakers:
Stephen Hoedt, CMT, Managing Director, Equity & Fixed Income Research
George Mateyo, Chief Investment Officer, KeyBank Investment Center
Brian Pietrangelo, Managing Director of Investment Strategy, KeyBank Investment Center
Rajeev Sharma, Managing Director of Fixed Income
- 00:51 - Inflation update
- 06:22 - Federal Reserve meeting preview
- 12:52 - Market reactions to the omicron variant
Speakers:
Tracey D. Collins, MBA, CFP®, CDFA®, Senior Relationship Manager, Senior Vice President, Key Private Bank
Emily E. Mogen, ACoM, CPM®, National Manager, Trust Real Estate, Key Private Bank
Cynthia J. McDonald, CTFA, National Director of Philanthropic Advice, KeyBank Institutional Advisors
- 01:33 - Examples of real estate gifts and risks associated with them.
- 02:52 –Other questions that nonprofits should be asking before accepting real estate gifts.
- 3:11 – Gift acceptance policy considerations.
- 04:57 - What are the potential structures for completing a real estate gift?
- 06:44 –Could the proposed tax changes create more real estate gifting in the future?
- 07:27 - What is the pre-planning process before gifting real estate property?
- 08:59 – Key takeaways to help organizations better understand and prepare for real estate gifts.
Guests:
Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®, Director of Financial Planning, Key Private Bank
Cynthia J. McDonald, CTFA, National Director of Philanthropic Advice, KeyBank Institutional Advisors
In this Key Wealth Matters Podcast episode, our team discusses President Biden’s proposed tax plan and the potential impact on charitable giving and nonprofits for the remainder of the year and into 2022. Our host, Key Private Bank Senior Relationship Manager Tracey Collins, is joined by Director of Financial Planning for Key Private Bank, Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®, and National Director of Philanthropic Advice with KeyBank Institutional Advisors, Cindy McDonald, to delve into the key steps both nonprofits and donors can take to prepare for potential legislation.
- 01:24 - What are the potential effects President Biden's tax proposal could have on charitable planning for individual donors?
- 06:46 – Could these potential changes affect how nonprofits interact with their donor base?
- 08:08 - Could Biden's tax proposal affect income streams for nonprofits?
- 09:07 – What is the best type of gift to give?
- 12:25- What is the impact of the tax plan on planning strategies typically used for charitable giving?
- 15:15 - Should donors and nonprofits wait until the tax plan is finalized before making any gifting decisions?
- 16:51 – What can nonprofits do right now to encourage gifting?
- 19:13 – What are the key steps nonprofits can take with their donors now to address the current tax environment as well as donor uncertainty?
To submit questions to our experts on this topic or provide suggestions, contact us at: kpb_wealth_institute@keybank.com.
Additional resources addressing this topic:
2021 Top 10 Year-end Tax Planning Ideas for Individuals
2021 Charitable Giving Strategies
The headlines have been undeniable. "Market reaches new record highs, despite pandemic," and other similarly sensationalized headlines have underscored the massive investment seen in a variety of markets – but this trend has been especially true for private equity and investment.
According to a 2020 Deloitte report on private equity, growth is still anticipated in private equity, with a forecast of global private equity assets under management (AUM) to reach $5.8 trillion by 2025. They also reported the reinforcement of supportive relationships between private equity and their portfolios, with many firms stepping in to support their portfolio companies through recent challenges.1
So, where do things stand now with Private Equity, and how can investors take advantage of opportunities as they arise?
Listen in as Gary Poth is joined by Key Family Wealth Directors of Investment Consulting Greg Dienna and Joe Stone, as they discuss the state of private investment opportunities with an emphasis on defining these various opportunities and the unique considerations for each. Tune in to this latest edition of the Key Wealth Matters Podcast as our team outlines where private equity, hedge funds, and venture capital fit into a family portfolio and what to look for when evaluating investment managers in this space.
It’s undeniable that 2020 has been a year of unprecedented surprises, and this year’s election promises to present even more uncertainty given the stakes. With such polarized policies from both candidates, a win in either direction could profoundly impact wealth management planning in 2021 and beyond.
In this episode of Key Wealth Matters, Gary is joined by Jeffrey T. Getty, Director of Family Wealth Consulting, and Family Wealth Strategist Lisa Clifford to tackle what you need to know about estate and tax planning in the wake of the 2020 election. Listen to this discussion around and how to stay flexible regardless of the election outcome and how to position yourself for various financial opportunities.
Don’t miss your chance to take steps and prepare, as our experts:
- Account for the impact or changes a Trump or Biden administration would propose related to tax and estate policy
- Review strategies to leverage the existing tax exemption laws to lower taxable estate costs
- Factor for charitable vehicles as a tax mitigation strategy within a wealth plan
- Practical steps families can take to get started on their preparations
In this special bonus coverage episode, Joe Velkos, Director of Trust Tax with Key Private Bank, sits down with Senior Financial Planner Tina Myers to discuss 2020 end of year tax and financial planning.
Joe and Tina boil down the complex topic of tax planning into several critical takeaways that will provide flexibility regardless of the potential election outcome or the impact felt by COVID-19.
Topics:
- Possible influences from the election outcome (time code 01:20)
- Individual tax planning including tax-loss harvesting, wash sale rules, charitable planning, and required minimum distribution rules (time code 3:37)
- A review of estate and wealth transfer best practices with advice geared toward annual gifting strategies, vehicles to take advantage of the lower interest rate environment, and current exemptions (time code 22:37)
- Mapping out a business tax plan, focused primarily on recommendations to maximize expenses and leveraging QBI deductions (time code 31:07)
- Tina and Joe's final thoughts and recommendations for next steps (time code 38:40)
Market volatility continues to be a major headline of 2020, due to economic turmoil caused by the Coronavirus pandemic. With stimulus negotiations between Congress and White House ongoing, economic volatility continues to be a theme of 2020 investment strategies.
Investors and consumers alike are shifting their focus to various different industries with a focus on speed, flexibility, health, and safety—but are these areas sustainable over the long-term?
This episode of the Wealth Matters Podcast explores best practices for portfolio construction and finding opportunities for yield in the midst of a historic global pandemic and market uncertainty. Joining Gary to share their insights are two leading voices in our Family Wealth investment practice, Senior Vice Presidents and Investment Consultants with Key Family Wealth, Jennie R. Tyndall and Daniel Moore.
Listen to this episode as Gary, Jennie, and Dan take a deep dive into:
- What has been done by the Fed to assist in recovery from the pandemic-driven recession.
- How current perceived “safe” low yields are perceived are liked to Federal policy.
- Why traditional approaches to cash aren’t as effective anymore
- What a high conviction active manager is and how certain managers provide selectively higher yields
- A review of real estate, private credit, bond variants, and other alternative vehicles that could present unique opportunities for yield
COVID-19's impact on the course of US economics and business remains foundational. According to the most recent quarterly report released by the US Commerce Department, the US economy contracted by a record 32.9% in the second quarter.
Yet the narrative around Mergers and Acquisitions was a different story. The Alliance of Merger and Acquisition Advisors recently released a survey based on second-quarter M&A activity. Findings indicated that while 40% of in-progress deals were suspended, 35% are still in progress, with 11% of those deals closing. So, has COVID-19 had that fundamental impact on business transactions? Is the current environment a good time for owners to consider selling?
Tune in to this latest podcast to:
- Discuss the status of business transactions based on 2nd Quarter 2020 data releases
- Review M&A activity by industry
- Understand the changes to company valuations and deal structure
- Identify the critical takeaways business owners need to begin considering